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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,589 | $48,337+54.3% | $67,560+10.4% | $80,959-7.9% |
| Participation rate | 93.0% | 66.4%+26.6pp | 72.9%+20.1pp | 67.7%+25.4pp |
| Annual return | 15.51% | 18.26%-2.8pp | 3533.50%-3518.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,112 | $2,023-45.0% | $2,737-59.4% | $2,757-59.7% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,057 | $3,695+91.0% | $3,994+76.7% | $6,925+1.9% |